Narrative Update • Aug 17

Over the last 7 days, the Aerospace & Defense industry has dropped 8.2%, driven by a pullback from Hanwha Aerospace of 4.5%. In the past year, the industry has gained 25%. As for the next few years, earnings are expected to grow by 25% per annum.
Has the South Korean Aerospace & Defense Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | ₩102.2t | ₩44.8t | ₩2.7t | 27.6x | 37.7x | 2.3x |
| Thu, 23 Jul 2026 | ₩90.5t | ₩41.1t | ₩2.3t | 28.5x | 39.9x | 2.2x |
| Sat, 20 Jun 2026 | ₩112.7t | ₩41.1t | ₩2.3t | 35.9x | 49.7x | 2.7x |
| Mon, 18 May 2026 | ₩123.1t | ₩40.1t | ₩2.1t | 58.2x | 59.7x | 3.1x |
| Wed, 15 Apr 2026 | ₩150.3t | ₩40.0t | ₩2.1t | 55.8x | 72.9x | 3.8x |
| Fri, 13 Mar 2026 | ₩145.8t | ₩35.3t | ₩3.6t | 47.4x | 40x | 4.1x |
| Sun, 08 Feb 2026 | ₩112.4t | ₩35.2t | ₩3.7t | 32x | 30.7x | 3.2x |
| Tue, 06 Jan 2026 | ₩91.0t | ₩35.2t | ₩3.7t | 30.4x | 24.9x | 2.6x |
| Thu, 04 Dec 2025 | ₩75.9t | ₩35.2t | ₩3.7t | 25.5x | 20.7x | 2.2x |
| Sat, 01 Nov 2025 | ₩87.2t | ₩31.1t | ₩3.4t | 25.7x | 25.9x | 2.8x |
| Mon, 29 Sep 2025 | ₩90.5t | ₩31.1t | ₩3.4t | 26.6x | 26.9x | 2.9x |
| Wed, 27 Aug 2025 | ₩80.9t | ₩31.1t | ₩3.4t | 24.5x | 23.9x | 2.6x |
| Fri, 25 Jul 2025 | ₩83.9t | ₩26.7t | ₩3.3t | 32.8x | 25.5x | 3.1x |
| Sun, 22 Jun 2025 | ₩82.6t | ₩26.6t | ₩3.3t | 35.9x | 25.1x | 3.1x |
| Tue, 20 May 2025 | ₩68.6t | ₩22.3t | ₩3.2t | 30.1x | 21.6x | 3.1x |
| Thu, 17 Apr 2025 | ₩59.8t | ₩22.3t | ₩3.2t | 22x | 18.9x | 2.7x |
| Sat, 15 Mar 2025 | ₩56.1t | ₩21.8t | ₩1.4t | 35.5x | 41.5x | 2.6x |
| Mon, 10 Feb 2025 | ₩37.1t | ₩21.7t | ₩1.4t | 27.5x | 26.8x | 1.7x |
| Wed, 08 Jan 2025 | ₩35.2t | ₩21.7t | ₩1.4t | 24.9x | 25.4x | 1.6x |
| Fri, 06 Dec 2024 | ₩30.2t | ₩21.7t | ₩1.4t | 20.7x | 21.8x | 1.4x |
| Sun, 03 Nov 2024 | ₩33.9t | ₩20.6t | ₩952.5b | 19.6x | 35.6x | 1.6x |
| Tue, 01 Oct 2024 | ₩30.4t | ₩20.6t | ₩952.5b | 18.9x | 31.9x | 1.5x |
| Thu, 29 Aug 2024 | ₩29.9t | ₩20.6t | ₩995.5b | 19.5x | 30x | 1.5x |
| Sat, 27 Jul 2024 | ₩31.1t | ₩19.4t | ₩1.0t | 19.7x | 30.9x | 1.6x |
| Mon, 24 Jun 2024 | ₩27.3t | ₩19.4t | ₩1.0t | 18.8x | 27.1x | 1.4x |
| Wed, 22 May 2024 | ₩24.8t | ₩18.8t | ₩1.0t | 19.5x | 24x | 1.3x |
| Fri, 19 Apr 2024 | ₩24.7t | ₩18.9t | ₩1.6t | 14x | 15.7x | 1.3x |
| Sun, 17 Mar 2024 | ₩22.5t | ₩16.9t | ₩1.1t | 26.9x | 20.7x | 1.3x |
| Tue, 13 Feb 2024 | ₩18.6t | ₩16.9t | ₩1.0t | 28.5x | 18.1x | 1.1x |
| Thu, 11 Jan 2024 | ₩19.9t | ₩16.9t | ₩1.0t | 31.1x | 19.3x | 1.2x |
| Sat, 09 Dec 2023 | ₩17.6t | ₩16.9t | ₩1.0t | 24.8x | 17.1x | 1x |
| Mon, 06 Nov 2023 | ₩16.6t | ₩16.1t | ₩1.2t | 15.4x | 14.1x | 1x |
| Wed, 04 Oct 2023 | ₩15.6t | ₩16.1t | ₩1.2t | 14.9x | 13.2x | 1x |
| Fri, 01 Sep 2023 | ₩16.4t | ₩16.1t | ₩1.2t | 14.4x | 13.9x | 1x |
13.9x
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | -4.24% | |
| Industrials | -6.55% | |
| Aerospace & Defense | -8.21% | |
| Aerospace and Defense | -8.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A318660 TIME Technical Support | ₩3.80k | 1.9% +₩148.5m | 73.1% | n/a |